Dashboard

Functionality and options available on the dashboard.

Dashboard overview #

The dashboard provides an overview of key information relevant to the employee logged in/ selected:

• Notifications
• Checklists with open actions
• Upcoming sessions

Each member can be linked to an employee. The dashboard only shows notifications and checklists related to members that are linked to the employee logged in. In other words; an employee only sees ‘his/ her own members’. This way managing the engagement of your members can be split across employees.

The same holds true for sessions; each session can be linked to a responsible employee. The dashboard only shows sessions for which the employee logged in is responsible. This way each coach can easily manage and prepare their own sessions.

Notifications #

Notifications are automatically generated based on key occurrences to help employees build a meaningful relationship with their members and increase engagement. Automatic notifications can be generated for:

• Birthdays
• Absence for a certain period
• Upward trend (significant increase in visits)
• Downward trend (significant decrease in visits)
• Check-up’s (i.e. time for a more extensive catch up)

Whether and when these notifications are triggered depends on your settings. For more details go to Notification settings →

Check-up’s: Do you schedule periodic catch up meetings with your members to see how things are going, set goals, check if anything changes are needed, etc.? If desired Sessy keeps track of the last and next check-up date. A notification is triggered when it is time to contact a member for the next check-up. The next check-up date is determined based on the notification settings, but can be adjusted manually as well if needed. Go to the Member overview →

Custom notification #

Want a reminder about a member at some time in the future? For example when a member has an injury or something important coming up and you want to check in with them on the right day?

Schedule a custom notification:

• Click on the “plus” icon in the notifications section
• Search and select the member
• Select a notification date (in the future)
• Give a short description of the reminder

On the selected date, Sessy will show you the notification to remind you to take action!

Checklists #

Checklists are lists of actions related to a member, for instance a list of all actions required for new members. For new members a checklist can be generated automatically with a standard list of actions. This option can be enabled/ disabled under Member checklist settings →. The “New member” checklist can easily be recognized by the icon.

In other scenarios a checklist needs to be assigned manually (see “Assign checklist” below).

Actions related to an open checklist:

• Click on a checklist to see the underlying actions and status
• Mark an action as completed by clicking on the “checkbox”
• Add action to the checklist: Type an action name and click on the “Plus” icon

When all actions on a checklist are marked as completed, the checklist will automatically be archived.

Assign checklist #

To assign a new checklist to a member manually:

• Click on the “plus” icon in the notifications section
• Search and select the member
• Select the checklist
• Click on the “Save” icon

Need to add a checklist or change the actions within a checklist? Checklists are maintained on the settings page. For more details go to Member checklist settings →

Payment confirmation tasks #

For offline payments only: When new members subscribe through the member app, a task will be created for an employee and/ or admin to complete/ confirm the payment collection. The employee/ admin can then complete (or decline) the task. After completing the task, a background function will create the new member details and assign the requested subscription. If the task is declined, the subscription request is deleted and the new member will need to choose a subscription again to create a new request/ task.

Employee sessions #

The dashboard chronologically lists all upcoming sessions for the logged in employee. This way your next session is always on top, making it a breeze to find your next session and prepare for it.

The session tile shows:

• The start and end time of the session
• The session type
• The number of registered members and total available spots

Click on a session tile for:

• A description of the event
• The list of members signed up for the session
• The list of members on the waitlist
• Active tags on members (see “Tags” below)

Actions that can be performed directly in the session tile:

• Mark a member as present/ absent: Click the checkbox. Members are marked “present” by default
• Remove members from a session: Click on the “cross” icon
• Search and add members to the session (members will receive a notification if you add them)

Active tags #

The session tile will show all active tags related to the members signed up for a session. This way the employee can see key information about the attending members, for instance about:

• Birthday (A)
• New members (A)
• New session type for existing member (A)
• First visit after absence (A)
• Single session purchase (e.g. a drop-in) (A)
• Injuries (M)
• Any other custom tags (M)

All tags marked with an “A” can be assigned automatically (if enabled in the settings). Other tags need to be assigned manually. For more details go to Member tag settings →

To assign tags to a member manually, go to the Member overview page →